As a client, we realize that you are unique and therefore deserve a unique approach designed specifically for you. Our method is not a formula or a static procedure, but an evolving process designed to maximize your available resources and to help you make decisions that will assist you in achieving your goals.

In our experience, clients with the following characteristics are most likely to benefit from our services:

Have investable liquid assets of at least $1.5 million, or combined annual income of at least $500,000

Commitment to our WholeVisionTM process

Desire a mutually beneficial partnership

Value long-term relationships

If you do not fit the above criteria, we encourage you to contact our amplifi* team which is focused on working with individuals and families in the early stages of building a wealth portfolio.